Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 31, 2014

Total Value ($000): $334,576 (100.0% shares, 0.0% debt)

Holdings (299)

XOM EXXON MOBIL CORP 5.5%
Value ($000) $18,312 Shares 194,710 Est. Cost $53.97 Unrealized +13.9%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $10,716 Shares 100,536 Est. Cost $59.93 Unrealized +26.1%
GENERAL ELECTRIC CO 2.9%
Value ($000) $9,799 Shares 382,462 Est. Cost $23.71 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $8,144 Shares 80,835 Est. Cost $17.96 Unrealized +20.4%
BRK/A BERKSHIRE HATHAWAY INC 2.2%
Value ($000) $7,448 Shares 36 Est. Cost $171631.36 Unrealized +16.4%
PG PROCTER & GAMBLE CO 2.2%
Value ($000) $7,400 Shares 88,371 Est. Cost $55.10 Unrealized +8.4%
PFE PFIZER INC 2.2%
Value ($000) $7,364 Shares 249,043 Est. Cost $16.46 Unrealized +6.0%
IBM INTERNATIONALBUSINESS MACHS CORP 2.0%
Value ($000) $6,598 Shares 34,756 Est. Cost $118.60 Unrealized -3.6%
CODI COMPASS DIVERSIFIEDHLDGS 1.8%
Value ($000) $6,081 Shares 347,306 Est. Cost $7.10 Unrealized +17.5%
USB US BANCORP 1.6%
Value ($000) $5,329 Shares 127,389 Est. Cost $22.58 Unrealized +25.9%
T AT&T INC 1.4%
Value ($000) $4,672 Shares 132,570 Est. Cost $11.44 Unrealized +4.1%
MO ALTRIA GROUP INC 1.3%
Value ($000) $4,267 Shares 92,882 Est. Cost $16.37 Unrealized +26.3%
UNITED TECHNOLOGIESCORP 1.2%
Value ($000) $4,032 Shares 38,185 Est. Cost $96.73 Unrealized
CVX CHEVRON CORP 1.2%
Value ($000) $3,969 Shares 33,264 Est. Cost $71.30 Unrealized +10.1%
WFC WELLS FARGO & CO 1.1%
Value ($000) $3,735 Shares 72,017 Est. Cost $28.27 Unrealized +32.3%
PM PHILIP MORRIS INTLINC 1.0%
Value ($000) $3,455 Shares 41,426 Est. Cost $49.68 Unrealized -3.6%
VZ VERIZONCOMMUNICATIONS INC 1.0%
Value ($000) $3,418 Shares 68,368 Est. Cost $26.90 Unrealized +3.3%
MSFT MICROSOFT CORP 1.0%
Value ($000) $3,417 Shares 73,701 Est. Cost $28.25 Unrealized +33.3%
JPM JP MORGAN CHASE &CO 1.0%
Value ($000) $3,339 Shares 55,434 Est. Cost $37.52 Unrealized +15.0%
BRK/B BERKSHIRE HATHAWAYINC 1.0%
Value ($000) $3,308 Shares 23,944 Est. Cost $110.57 Unrealized +20.5%
MRK MERCK & CO INC 1.0%
Value ($000) $3,264 Shares 55,053 Est. Cost $30.15 Unrealized +30.6%
LLY LILLY ELI & CO 0.9%
Value ($000) $3,158 Shares 48,694 Est. Cost $42.21 Unrealized +21.7%
PEP PEPSICO INC 0.9%
Value ($000) $3,142 Shares 33,756 Est. Cost $56.05 Unrealized +15.7%
KINDER MORGAN ENERGYPARTNERS L P 0.9%
Value ($000) $3,108 Shares 33,317 Est. Cost $83.35 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $3,027 Shares 120,278 Est. Cost $15.26 Unrealized +16.0%
BAC BANK AMER CORP 0.9%
Value ($000) $2,954 Shares 173,233 Est. Cost $10.41 Unrealized +20.7%
ENERGY TRANSFERPARTNERS L P 0.9%
Value ($000) $2,951 Shares 46,110 Est. Cost $50.57 Unrealized
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $2,886 Shares 28,383 Est. Cost $54.81 Unrealized +45.0%
HD HOME DEPOT INC 0.8%
Value ($000) $2,803 Shares 30,558 Est. Cost $56.75 Unrealized +15.8%
CELGENE CORP 0.8%
Value ($000) $2,711 Shares 28,600 Est. Cost $101.31 Unrealized
KO COCA COLA COMPANY 0.7%
Value ($000) $2,464 Shares 57,770 Est. Cost $27.75 Unrealized +4.0%
DIS DISNEY WALT CO 0.7%
Value ($000) $2,453 Shares 27,556 Est. Cost $61.67 Unrealized +28.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $2,412 Shares 25,437 Est. Cost $71.80 Unrealized -0.8%
INTC INTEL CORP 0.7%
Value ($000) $2,352 Shares 67,559 Est. Cost $17.97 Unrealized +43.3%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,193 Shares 20,600 Est. Cost $53.22 Unrealized +27.8%
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,059 Shares 25,868 Est. Cost $45.99 Unrealized +25.0%
GOOGLE INC CL A 0.6%
Value ($000) $2,036 Shares 3,461 Est. Cost $880.13 Unrealized
UNP UNION PACIFIC CORP 0.6%
Value ($000) $2,033 Shares 18,753 Est. Cost $67.30 Unrealized +19.3%
EPD ENTERPRISE PRODSPARTNERS LP 0.6%
Value ($000) $2,031 Shares 50,402 Est. Cost $51.77 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $2,001 Shares 26,149 Est. Cost $40.10 Unrealized +41.4%
POWERSHARESETF II S&P 500 LOWVOL 0.6%
Value ($000) $1,958 Shares 55,991 Est. Cost $31.68 Unrealized
GOOGLE INC CL C 0.6%
Value ($000) $1,944 Shares 3,367 Est. Cost $575.17 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $1,935 Shares 33,496 Est. Cost $27.13 Unrealized +29.6%
SPY SPDR S&P 500 0.6%
Value ($000) $1,884 Shares 9,564 Est. Cost $172.17 Unrealized
POWERSHARES ETF FD TR 0.6%
Value ($000) $1,877 Shares 41,962 Est. Cost $43.61 Unrealized
CMI CUMMINS INC 0.6%
Value ($000) $1,860 Shares 14,093 Est. Cost $86.84 Unrealized +22.1%
ADP AUTOMATIC DATAPROCESSING INC 0.5%
Value ($000) $1,824 Shares 21,955 Est. Cost $45.56 Unrealized +23.5%
ACE LIMITED 0.5%
Value ($000) $1,792 Shares 17,091 Est. Cost $89.77 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $1,766 Shares 40,470 Est. Cost $26.74 Unrealized +1.4%
DU PONT E I DENEMOURS & CO 0.5%
Value ($000) $1,753 Shares 24,432 Est. Cost $54.08 Unrealized
BMY BRISTOL MYERS SQUIBBCO 0.5%
Value ($000) $1,685 Shares 32,916 Est. Cost $29.98 Unrealized +14.1%
MMM 3M CO 0.5%
Value ($000) $1,666 Shares 11,759 Est. Cost $66.46 Unrealized +25.6%
GD GENERAL DYNAMICSCORP 0.5%
Value ($000) $1,656 Shares 13,034 Est. Cost $57.79 Unrealized +64.5%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,635 Shares 16,513 Est. Cost $61.55 Unrealized +28.8%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $1,598 Shares 8,123 Est. Cost $60.93 Unrealized +36.9%
POWERSHARES QQQ TRUNIT SER 1 0.5%
Value ($000) $1,540 Shares 15,592 Est. Cost $78.26 Unrealized
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,505 Shares 23,075 Est. Cost $45.20 Unrealized +12.1%
C CITIGROUP INC 0.4%
Value ($000) $1,475 Shares 28,461 Est. Cost $35.95 Unrealized +4.1%
NSC NORFOLK SOUTHERNCORP 0.4%
Value ($000) $1,466 Shares 13,132 Est. Cost $61.59 Unrealized +34.1%
SWK STANLEY BLACK &DECKER INC 0.4%
Value ($000) $1,427 Shares 16,066 Est. Cost $57.87 Unrealized +15.7%
NVS NOVARTIS AG 0.4%
Value ($000) $1,377 Shares 14,632 Est. Cost $71.08 Unrealized
TD TORONTO DOMINION BKONT 0.4%
Value ($000) $1,340 Shares 27,121 Est. Cost $46.33 Unrealized +12.0%
ABT ABBOTT LABS 0.4%
Value ($000) $1,335 Shares 32,109 Est. Cost $29.10 Unrealized +17.2%
V VISA INC 0.4%
Value ($000) $1,331 Shares 6,237 Est. Cost $42.21 Unrealized +17.6%
ROYCE FOCUS TR INC 0.4%
Value ($000) $1,311 Shares 166,534 Est. Cost $7.10 Unrealized
AGG ISHARES TR CORE U SAGGREGATE BD ETF 0.4%
Value ($000) $1,270 Shares 11,643 Est. Cost $109.38 Unrealized
AMERICA MOVIL SAB DEC V 0.4%
Value ($000) $1,265 Shares 50,208 Est. Cost $21.74 Unrealized
AXP AMERICAN EXPRESSCOMPANY 0.4%
Value ($000) $1,252 Shares 14,303 Est. Cost $60.11 Unrealized +27.3%
BA BOEING CO 0.4%
Value ($000) $1,227 Shares 9,629 Est. Cost $84.99 Unrealized +28.6%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,225 Shares 16,383 Est. Cost $46.37 Unrealized +19.5%
DVY ISHARES TR SELECTDIVID ETF FD 0.4%
Value ($000) $1,211 Shares 16,390 Est. Cost $67.16 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,195 Shares 5,457 Est. Cost $53.48 Unrealized +19.3%
VIG VANGUARD SPEC DIVAPPR 0.3%
Value ($000) $1,163 Shares 15,117 Est. Cost $70.89 Unrealized
MONSANTO CO 0.3%
Value ($000) $1,128 Shares 10,029 Est. Cost $98.83 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $1,127 Shares 8,027 Est. Cost $79.97 Unrealized +18.2%
BEN FRANKLIN RESOURCESINC 0.3%
Value ($000) $1,126 Shares 20,619 Est. Cost $29.22 Unrealized +15.0%
BUCKEYE PARTNERS L P 0.3%
Value ($000) $1,082 Shares 13,583 Est. Cost $70.16 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $1,075 Shares 14,374 Est. Cost $41.86 Unrealized +9.0%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,034 Shares 13,709 Est. Cost $29.83 Unrealized +3.4%
WINDSTREAM HLDGS INC 0.3%
Value ($000) $1,025 Shares 95,092 Est. Cost $7.99 Unrealized
SON SONOCO PRODS CO 0.3%
Value ($000) $988 Shares 25,149 Est. Cost $26.95 Unrealized +3.7%
TJX TJX COMPANIES INC 0.3%
Value ($000) $971 Shares 16,411 Est. Cost $22.89 Unrealized +5.4%
PSX PHILLIPS 66 0.3%
Value ($000) $969 Shares 11,917 Est. Cost $40.74 Unrealized +35.3%
GIS GENERAL MILLS INC 0.3%
Value ($000) $965 Shares 19,130 Est. Cost $32.02 Unrealized +10.7%
MAGELLAN MIDSTREAMPARTNERS LP 0.3%
Value ($000) $965 Shares 11,458 Est. Cost $57.49 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $944 Shares 15,083 Est. Cost $43.07 Unrealized +10.9%
WMT WAL MART STORES INC 0.3%
Value ($000) $941 Shares 12,303 Est. Cost $20.01 Unrealized +1.5%
ETN EATON CORP PLC 0.3%
Value ($000) $934 Shares 14,731 Est. Cost $50.37 Unrealized +7.5%
FIRST NIAGARA FINLGROUP INC 0.3%
Value ($000) $924 Shares 110,966 Est. Cost $10.05 Unrealized
META FACEBOOK INC CL A 0.3%
Value ($000) $920 Shares 11,640 Est. Cost $39.78 Unrealized +83.1%
MEDTRONIC INC 0.3%
Value ($000) $920 Shares 14,857 Est. Cost $52.46 Unrealized
RYDEX TRGUGGENHEIM S&P 500 0.3%
Value ($000) $893 Shares 11,776 Est. Cost $75.05 Unrealized
POWERSHARES ETF RAFI US 1000PORT 0.3%
Value ($000) $888 Shares 10,102 Est. Cost $85.43 Unrealized
IJH ISHARES TR CORE S&PMID-CAP ETF 0.3%
Value ($000) $878 Shares 6,420 Est. Cost $118.18 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $874 Shares 9,387 Est. Cost $54.42 Unrealized +23.3%
PNC PNC FINL SVCS GROUPINC 0.3%
Value ($000) $870 Shares 10,171 Est. Cost $48.10 Unrealized +24.4%
DWX SPDR INDEX S&P INTL DIV 0.3%
Value ($000) $865 Shares 18,700 Est. Cost $48.46 Unrealized
SYK STRYKER CORP 0.3%
Value ($000) $865 Shares 10,710 Est. Cost $56.92 Unrealized +26.4%
BK BANK OF NEW YORKMELLON CORP 0.3%
Value ($000) $863 Shares 22,281 Est. Cost $21.29 Unrealized +38.2%
CHICAGO BRIDGE &IRON CO 0.3%
Value ($000) $855 Shares 14,780 Est. Cost $59.64 Unrealized
CHUBB CORP 0.3%
Value ($000) $846 Shares 9,293 Est. Cost $84.80 Unrealized
IJR ISHARES TR CORE S&PSMALL-CAP ETF 0.2%
Value ($000) $828 Shares 7,939 Est. Cost $91.91 Unrealized
AES TR III TR PFDCONV 0.2%
Value ($000) $822 Shares 16,000 Est. Cost $50.50 Unrealized
APACHE CORP 0.2%
Value ($000) $820 Shares 8,732 Est. Cost $84.09 Unrealized
RJF RAYMOND JAMES FINLINC 0.2%
Value ($000) $808 Shares 15,080 Est. Cost $24.26 Unrealized +22.1%
LABORATORY CORP AMERHLDGS 0.2%
Value ($000) $793 Shares 7,796 Est. Cost $99.92 Unrealized
ROYAL DUTCH SHELLPLC 0.2%
Value ($000) $782 Shares 10,276 Est. Cost $67.21 Unrealized
UNH UNITEDHEALTH GROUPINC 0.2%
Value ($000) $768 Shares 8,907 Est. Cost $50.94 Unrealized +38.1%
GS GOLDMAN SACHS GROUPINC 0.2%
Value ($000) $761 Shares 4,148 Est. Cost $121.23 Unrealized +16.0%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $754 Shares 7,009 Est. Cost $63.39 Unrealized +11.8%
EMC CORP 0.2%
Value ($000) $749 Shares 25,601 Est. Cost $24.77 Unrealized
BLACKROCK KELSO CAP CORP 0.2%
Value ($000) $745 Shares 87,261 Est. Cost $9.35 Unrealized
CMCSA COMCAST CORP CL A 0.2%
Value ($000) $743 Shares 13,818 Est. Cost $17.43 Unrealized +21.5%
F FORD MOTOR CO 0.2%
Value ($000) $740 Shares 50,034 Est. Cost $8.04 Unrealized +16.7%
O REALTY INCOME CORP 0.2%
Value ($000) $732 Shares 17,935 Est. Cost $24.88 Unrealized +0.6%
ANNALY CAP MGMT INC 0.2%
Value ($000) $723 Shares 67,650 Est. Cost $12.54 Unrealized
SDY SPDR SER TR S&PDIVID 0.2%
Value ($000) $721 Shares 9,618 Est. Cost $67.44 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $717 Shares 15,437 Est. Cost $41.17 Unrealized
TMO THERMO FISHERSCIENTIFIC INC 0.2%
Value ($000) $715 Shares 5,871 Est. Cost $114.75 Unrealized +2.3%
ECL ECOLAB INC 0.2%
Value ($000) $714 Shares 6,216 Est. Cost $83.72 Unrealized +18.6%
SNY SANOFI 0.2%
Value ($000) $704 Shares 12,467 Est. Cost $51.68 Unrealized
AETNA INC 0.2%
Value ($000) $697 Shares 8,605 Est. Cost $64.34 Unrealized
ALPS ETF TR ALERIANMLP 0.2%
Value ($000) $693 Shares 36,176 Est. Cost $17.95 Unrealized
FIRST CONN BANCORPINC 0.2%
Value ($000) $688 Shares 47,460 Est. Cost $14.47 Unrealized
XBI SPDR SER TR S&PBIOTECH 0.2%
Value ($000) $685 Shares 4,389 Est. Cost $138.96 Unrealized
IDV ISHARES TR INTLSELECT DIVID ETFINDEX FD 0.2%
Value ($000) $684 Shares 19,121 Est. Cost $38.21 Unrealized
PAA PLAINS ALL AMERICANPIPELINE L P 0.2%
Value ($000) $682 Shares 11,591 Est. Cost $54.84 Unrealized
SPECTRANETICS CORPCOM 0.2%
Value ($000) $678 Shares 25,520 Est. Cost $18.70 Unrealized
CENTURYLINK INC 0.2%
Value ($000) $666 Shares 16,297 Est. Cost $33.27 Unrealized
EXPRESS SCRIPTSHLDG CO 0.2%
Value ($000) $661 Shares 9,363 Est. Cost $65.54 Unrealized
SEADRILL LIMTED 0.2%
Value ($000) $645 Shares 24,093 Est. Cost $38.23 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $635 Shares 10,137 Est. Cost $47.10 Unrealized -8.2%
MET METLIFE INC 0.2%
Value ($000) $632 Shares 11,765 Est. Cost $27.23 Unrealized +22.2%
ORCL ORACLE CORP 0.2%
Value ($000) $628 Shares 16,405 Est. Cost $27.75 Unrealized +23.3%
MDLZ MONDELEZ INTL INC CLA 0.2%
Value ($000) $625 Shares 18,231 Est. Cost $23.29 Unrealized +21.6%
COVIDIEN PLC 0.2%
Value ($000) $624 Shares 7,211 Est. Cost $61.89 Unrealized
SPG SIMON PPTY GROUP INC 0.2%
Value ($000) $623 Shares 3,791 Est. Cost $88.06 Unrealized +10.0%
ICF ISHARES TR COHEN &STEERS REIT ETF 0.2%
Value ($000) $616 Shares 7,296 Est. Cost $80.59 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $614 Shares 4,719 Est. Cost $64.79 Unrealized +42.7%
IBB ISHARES TR NASDAQBIOTECHNOLOGY ETF 0.2%
Value ($000) $607 Shares 2,217 Est. Cost $245.51 Unrealized
AIG AMERICAN INTL GROUPINC 0.2%
Value ($000) $599 Shares 11,081 Est. Cost $40.61 Unrealized +2.9%
PRAXAIR INC 0.2%
Value ($000) $595 Shares 4,615 Est. Cost $130.13 Unrealized
ANADARKO PETE CORP 0.2%
Value ($000) $581 Shares 5,723 Est. Cost $85.93 Unrealized
NVO NOVO NORDISK A.S. 0.2%
Value ($000) $576 Shares 12,100 Est. Cost $61.09 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $563 Shares 5,178 Est. Cost $87.95 Unrealized +16.8%
IWM ISHARES TR RUSSELL2000 ETF 0.2%
Value ($000) $555 Shares 5,080 Est. Cost $101.28 Unrealized
BROOKFIELD ASSETMGMT INC 0.2%
Value ($000) $554 Shares 12,325 Est. Cost $36.15 Unrealized
HSY HERSHEY CO 0.2%
Value ($000) $553 Shares 5,790 Est. Cost $66.09 Unrealized +6.8%
TRV TRAVELERS COS INC 0.2%
Value ($000) $537 Shares 5,715 Est. Cost $64.04 Unrealized +13.2%
MAR MARRIOTT INTL INCNEW CL A 0.2%
Value ($000) $535 Shares 7,659 Est. Cost $36.65 Unrealized +65.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $533 Shares 2,917 Est. Cost $99.60 Unrealized +25.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $529 Shares 5,633 Est. Cost $14.90 Unrealized +20.3%
ATHENAHEALTH INC 0.2%
Value ($000) $525 Shares 3,985 Est. Cost $95.79 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $519 Shares 5,823 Est. Cost $32.78 Unrealized +4.9%
LINN ENERGY LLC 0.2%
Value ($000) $517 Shares 17,162 Est. Cost $30.43 Unrealized
ADBE ADOBE SYS INC 0.2%
Value ($000) $514 Shares 7,430 Est. Cost $44.30 Unrealized +60.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $511 Shares 5,316 Est. Cost $60.23 Unrealized +13.0%
PFF ISHARES TR S&P U SPFD STK INDEX FD 0.2%
Value ($000) $510 Shares 12,910 Est. Cost $39.21 Unrealized
BANK AMER CORPNON CUM 7.25% 0.2%
Value ($000) $507 Shares 442 Est. Cost $218.25 Unrealized
BDX BECTON DICKINSON &CO 0.1%
Value ($000) $495 Shares 4,350 Est. Cost $79.64 Unrealized +20.2%
DHR DANAHER CORP 0.1%
Value ($000) $493 Shares 6,482 Est. Cost $28.11 Unrealized +10.9%
VFC V F CORP 0.1%
Value ($000) $492 Shares 7,458 Est. Cost $51.26 Unrealized +16.7%
CIGNA CORP 0.1%
Value ($000) $489 Shares 5,397 Est. Cost $73.06 Unrealized
KINDER MORGAN MGMTLLC 0.1%
Value ($000) $488 Shares 5,186 Est. Cost $79.10 Unrealized
WALGREEN CO 0.1%
Value ($000) $484 Shares 8,168 Est. Cost $51.25 Unrealized
VALEANTPHARMACEUTICALS INTLINC 0.1%
Value ($000) $483 Shares 3,681 Est. Cost $130.01 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $475 Shares 10,343 Est. Cost $52.02 Unrealized
NUVEEN SELECTQUALITY MUNI FUNDINC 0.1%
Value ($000) $473 Shares 34,610 Est. Cost $13.61 Unrealized
RYDEX TRGUGGENHEIM RUSSELL 0.1%
Value ($000) $468 Shares 3,385 Est. Cost $114.48 Unrealized
IYH ISHARES TR U SHEALTHCARE ETF 0.1%
Value ($000) $465 Shares 3,461 Est. Cost $118.09 Unrealized
WBS WEBSTER FINL CORP 0.1%
Value ($000) $462 Shares 15,861 Est. Cost $25.06 Unrealized +18.6%
BOARDWALK PIPELINEPARTNERS LP COM UNITLTD PARTNERSHIP INTS 0.1%
Value ($000) $461 Shares 24,645 Est. Cost $29.58 Unrealized
BP BP PLC 0.1%
Value ($000) $458 Shares 10,414 Est. Cost $42.12 Unrealized
UNILEVER PLC 0.1%
Value ($000) $452 Shares 10,780 Est. Cost $41.81 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $449 Shares 2,165 Est. Cost $132.63 Unrealized
BAKER HUGHES INC 0.1%
Value ($000) $449 Shares 6,900 Est. Cost $46.09 Unrealized
VHT VANGUARD WORLD FDS HEALTH CARE 0.1%
Value ($000) $447 Shares 3,824 Est. Cost $112.23 Unrealized
WASH WASHINGTON TRBANCORP INC 0.1%
Value ($000) $439 Shares 13,315 Est. Cost $16.12 Unrealized +23.6%
IYW ISHARESUS TECHNOLOGY ETF 0.1%
Value ($000) $438 Shares 4,351 Est. Cost $82.90 Unrealized
BLACKSTONE GROUP L P 0.1%
Value ($000) $435 Shares 13,828 Est. Cost $32.84 Unrealized
CHESAPEAKE ENERGYCORP 0.1%
Value ($000) $431 Shares 18,730 Est. Cost $20.97 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $431 Shares 5,985 Est. Cost $39.00 Unrealized +10.0%
SUPERIOR ENERGY SVCSINC 0.1%
Value ($000) $431 Shares 13,111 Est. Cost $25.96 Unrealized
GWW GRAINGER WW INC 0.1%
Value ($000) $430 Shares 1,710 Est. Cost $201.89 Unrealized +1.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $425 Shares 14,473 Est. Cost $22.85 Unrealized +8.1%
VOD VODAFONE GROUP PLC 0.1%
Value ($000) $421 Shares 12,794 Est. Cost $36.84 Unrealized
MDY SPDR S&P MIDCAP400 0.1%
Value ($000) $415 Shares 1,665 Est. Cost $219.46 Unrealized
KAMAN CORP 0.1%
Value ($000) $405 Shares 10,295 Est. Cost $34.55 Unrealized
ITW ILLINOIS TOOL WORKSINC 0.1%
Value ($000) $404 Shares 4,785 Est. Cost $60.92 Unrealized +8.6%
DON WISDOMTREE TR MIDCAPDIVID FD 0.1%
Value ($000) $403 Shares 5,150 Est. Cost $77.46 Unrealized
XLF SELECT SECTOR SPDRTR FINANCIAL 0.1%
Value ($000) $393 Shares 16,968 Est. Cost $21.99 Unrealized
NORTHEAST UTILITIES 0.1%
Value ($000) $387 Shares 8,746 Est. Cost $42.58 Unrealized
POWERSHARES ETF FD TR 0.1%
Value ($000) $379 Shares 21,058 Est. Cost $17.80 Unrealized
NOBL PROSHARES TR S&P 500DIVID ARISTO 0.1%
Value ($000) $378 Shares 8,146 Est. Cost $46.18 Unrealized
KRAFT FOODS GROUPINC 0.1%
Value ($000) $374 Shares 6,630 Est. Cost $55.65 Unrealized
ET ENERGY TRANSFEREQUITY LP 0.1%
Value ($000) $373 Shares 6,038 Est. Cost $61.78 Unrealized
OGE OGE ENERGY CORP 0.1%
Value ($000) $371 Shares 10,000 Est. Cost $35.79 Unrealized +2.9%
EDIV SPDR INDEX SPDR S&P EMERGING 0.1%
Value ($000) $366 Shares 10,000 Est. Cost $40.10 Unrealized
DREYFUS STRATEGICMUN BD FD INC 0.1%
Value ($000) $364 Shares 45,217 Est. Cost $8.07 Unrealized
EFA ISHARES TR MSCI EAFEETF 0.1%
Value ($000) $358 Shares 5,591 Est. Cost $58.98 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $354 Shares 11,040 Est. Cost $6.84 Unrealized +26.0%
ENCANA CORP 0.1%
Value ($000) $353 Shares 16,625 Est. Cost $16.98 Unrealized
TEEKAY LNG PARTNERSL P 0.1%
Value ($000) $351 Shares 8,050 Est. Cost $43.70 Unrealized
XLE SELECT SECTOR SPDRTR ENERGY 0.1%
Value ($000) $348 Shares 3,837 Est. Cost $78.63 Unrealized
HCP INC 0.1%
Value ($000) $347 Shares 8,750 Est. Cost $45.46 Unrealized
DVA DAVITA HEALTHCAREPARTNERS INC 0.1%
Value ($000) $345 Shares 4,722 Est. Cost $62.28 Unrealized +17.6%
CAMERON INTL CORP 0.1%
Value ($000) $345 Shares 5,200 Est. Cost $60.79 Unrealized
ETFS GOLD TR SH 0.1%
Value ($000) $344 Shares 2,900 Est. Cost $118.62 Unrealized
UIL HLDGS CORP 0.1%
Value ($000) $343 Shares 9,701 Est. Cost $38.26 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $343 Shares 9,025 Est. Cost $24.33 Unrealized +13.3%
POWERSHARES ETF FDTR INTL DIVIDACHIEVERS 0.1%
Value ($000) $342 Shares 18,486 Est. Cost $18.47 Unrealized
BUD ANHEUSER BUSCH INBEVSA NV 0.1%
Value ($000) $342 Shares 3,085 Est. Cost $95.01 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $340 Shares 7,346 Est. Cost $28.10 Unrealized +16.1%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $339 Shares 5,523 Est. Cost $41.10 Unrealized +14.2%
DEUTSCHE MUN INCOMETR 0.1%
Value ($000) $337 Shares 25,550 Est. Cost $13.19 Unrealized
ARCC ARES CAP CORP 0.1%
Value ($000) $333 Shares 20,613 Est. Cost $5.27 Unrealized +7.8%
BLACKROCK INC 0.1%
Value ($000) $325 Shares 990 Est. Cost $268.98 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $322 Shares 6,773 Est. Cost $33.77 Unrealized +7.9%
IWR ISHARES TR RUSSELLMID-CAP ETF 0.1%
Value ($000) $321 Shares 2,028 Est. Cost $161.87 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $310 Shares 4,805 Est. Cost $36.44 Unrealized +51.5%
GLD SPDR GOLD TR 0.1%
Value ($000) $308 Shares 2,651 Est. Cost $119.05 Unrealized
DOW CHEM CO 0.1%
Value ($000) $308 Shares 5,867 Est. Cost $38.36 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $308 Shares 9,038 Est. Cost $15.41 Unrealized +1.5%
TIME WARNER INC 0.1%
Value ($000) $305 Shares 4,054 Est. Cost $57.72 Unrealized
IXN ISHARES TR GLOBALTECH ETF 0.1%
Value ($000) $302 Shares 3,300 Est. Cost $69.70 Unrealized
INVESCO ADVANTAGEMUN INCOME TR 0.1%
Value ($000) $301 Shares 26,487 Est. Cost $11.78 Unrealized
FCX FREEPORT-MCMORAN INCCL B 0.1%
Value ($000) $300 Shares 9,180 Est. Cost $26.76 Unrealized +18.2%
COST COSTCO WHOLESALECORP 0.1%
Value ($000) $297 Shares 2,370 Est. Cost $87.42 Unrealized +11.1%
ACN ACCENTURE PLCIRELAND CLA 0.1%
Value ($000) $297 Shares 3,650 Est. Cost $59.67 Unrealized +10.8%
TXT TEXTRON INC 0.1%
Value ($000) $294 Shares 8,161 Est. Cost $31.22 Unrealized +18.2%
DEO DIAGEO PLC 0.1%
Value ($000) $289 Shares 2,503 Est. Cost $114.97 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $286 Shares 3,978 Est. Cost $70.80 Unrealized
DVN DEVON ENERGY CORP 0.1%
Value ($000) $284 Shares 4,159 Est. Cost $37.80 Unrealized +33.1%
STT STATE STR CORP 0.1%
Value ($000) $283 Shares 3,838 Est. Cost $49.99 Unrealized +4.2%
SBRA SABRA HEALTH CAREREIT INC 0.1%
Value ($000) $275 Shares 11,308 Est. Cost $22.99 Unrealized
IYE ISHARES TR U SENERGY ETF 0.1%
Value ($000) $274 Shares 5,325 Est. Cost $50.52 Unrealized
DIRECTV 0.1%
Value ($000) $267 Shares 3,084 Est. Cost $85.11 Unrealized
FINISH LINE INCCL A 0.1%
Value ($000) $264 Shares 10,550 Est. Cost $22.19 Unrealized
GOLDMAN SACHS GROUPINC 0.1%
Value ($000) $262 Shares 10,505 Est. Cost $24.94 Unrealized
AMZN AMAZON INC 0.1%
Value ($000) $261 Shares 809 Est. Cost $13.88 Unrealized +19.8%
BAX BAXTER INTL INC 0.1%
Value ($000) $260 Shares 3,622 Est. Cost $30.34 Unrealized +10.2%
LORILLARD INC 0.1%
Value ($000) $259 Shares 4,317 Est. Cost $50.80 Unrealized
CERNER CORP 0.1%
Value ($000) $256 Shares 4,292 Est. Cost $51.94 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $251 Shares 3,400 Est. Cost $72.58 Unrealized -2.1%
MTB M & T BK CORP 0.1%
Value ($000) $250 Shares 2,030 Est. Cost $72.99 Unrealized +23.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $249 Shares 2,828 Est. Cost $51.67 Unrealized +6.4%
POWERSHARES DWAENERGY MOMENTUMP 0.1%
Value ($000) $248 Shares 4,280 Est. Cost $57.94 Unrealized
IHE ISHARES TR USPHARMACEUTICALS ETF 0.1%
Value ($000) $248 Shares 1,764 Est. Cost $117.91 Unrealized
IJK ISHARES TR S&PMIDCAP 400 GROWTHETF 0.1%
Value ($000) $246 Shares 1,627 Est. Cost $145.89 Unrealized
IP INTERNATIONAL PAPERCO 0.1%
Value ($000) $246 Shares 5,147 Est. Cost $27.12 Unrealized +5.6%
PEOPLES UTD FINL INC 0.1%
Value ($000) $243 Shares 16,827 Est. Cost $14.92 Unrealized
ISHARES GOLD TRISHARES 0.1%
Value ($000) $242 Shares 20,675 Est. Cost $11.98 Unrealized
IYJ ISHARES TR USINDUSTRIALS ETF 0.1%
Value ($000) $241 Shares 2,386 Est. Cost $101.63 Unrealized
OWENS ILLINOIS INC 0.1%
Value ($000) $240 Shares 9,200 Est. Cost $28.28 Unrealized
DTE DTE ENERGY CO 0.1%
Value ($000) $240 Shares 3,161 Est. Cost $38.28 Unrealized +15.4%
WU WESTERN UN CO 0.1%
Value ($000) $239 Shares 14,900 Est. Cost $17.11 Unrealized
XLB SELECT SECTOR SPDRTR MATLS 0.1%
Value ($000) $238 Shares 4,801 Est. Cost $46.24 Unrealized
ALLERGAN INC 0.1%
Value ($000) $237 Shares 1,329 Est. Cost $169.30 Unrealized
TWO HBRS INVT CORP 0.1%
Value ($000) $237 Shares 24,500 Est. Cost $10.14 Unrealized
EATON VANCE TAXMANAGED 0.1%
Value ($000) $234 Shares 15,000 Est. Cost $15.87 Unrealized
TSM TAIWAN SEMICONDUCTORMFG CO 0.1%
Value ($000) $234 Shares 11,582 Est. Cost $20.20 Unrealized
TEEKAY CORP 0.1%
Value ($000) $232 Shares 3,500 Est. Cost $66.29 Unrealized
ENSCO PLCSHS CL A 0.1%
Value ($000) $231 Shares 5,580 Est. Cost $58.02 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $230 Shares 2,866 Est. Cost $39.99 Unrealized +43.6%
MCK MCKESSON CORP 0.1%
Value ($000) $230 Shares 1,184 Est. Cost $160.13 Unrealized +10.4%
MACQUARIEINFRASTRUCTURE 0.1%
Value ($000) $227 Shares 3,400 Est. Cost $62.35 Unrealized
WPC W P CAREY INC 0.1%
Value ($000) $226 Shares 3,550 Est. Cost $63.66 Unrealized
HAIN HAIN CELESTIAL GROUPINC 0.1%
Value ($000) $225 Shares 2,200 Est. Cost $44.54 Unrealized +4.5%
CORE LABORATORIES NV 0.1%
Value ($000) $224 Shares 1,533 Est. Cost $158.21 Unrealized
ED CONSOLIDATED EDISONINC 0.1%
Value ($000) $224 Shares 3,954 Est. Cost $37.50 Unrealized -0.1%
PLAINS GP HLDGS L P 0.1%
Value ($000) $220 Shares 7,175 Est. Cost $32.02 Unrealized
DE DEERE & CO 0.1%
Value ($000) $215 Shares 2,619 Est. Cost $68.02 Unrealized +2.0%
AGL RES INC 0.1%
Value ($000) $212 Shares 4,135 Est. Cost $55.14 Unrealized
AMERICAN CAPITAL LTD 0.1%
Value ($000) $212 Shares 15,000 Est. Cost $15.27 Unrealized
DREYFUS STRATEGICMUNS INC 0.1%
Value ($000) $212 Shares 25,275 Est. Cost $8.57 Unrealized
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $209 Shares 2,080 Est. Cost $83.70 Unrealized +7.0%
KELLOGG CO 0.1%
Value ($000) $208 Shares 3,375 Est. Cost $37.53 Unrealized +8.0%
ITC HLDGS CORP 0.1%
Value ($000) $207 Shares 5,804 Est. Cost $35.67 Unrealized
UPS UNITED PARCEL SVCINC 0.1%
Value ($000) $206 Shares 2,100 Est. Cost $66.59 Unrealized -0.4%
GNTX GENTEX CORP 0.1%
Value ($000) $205 Shares 7,650 Est. Cost $14.60 Unrealized -0.4%
INVESCO TR INVT GRAD NY MUNS 0.1%
Value ($000) $205 Shares 15,286 Est. Cost $14.59 Unrealized
PEG PUBLIC SVCENTERPRISE GROUPINC 0.1%
Value ($000) $201 Shares 5,385 Est. Cost $22.69 Unrealized +9.1%
AEP AMERICAN ELECTRICPOWER CO 0.1%
Value ($000) $201 Shares 3,844 Est. Cost $35.32 Unrealized 0.0%
AZO AUTOZONE INC 0.1%
Value ($000) $200 Shares 393 Est. Cost $448.75 Unrealized +17.4%
INVESCO MUNOPPORTUNITY TR 0.1%
Value ($000) $199 Shares 15,899 Est. Cost $12.87 Unrealized
RIG TRANSOCEAN LTD 0.1%
Value ($000) $198 Shares 6,201 Est. Cost $42.54 Unrealized -8.0%
INVESCO MUN TR 0.1%
Value ($000) $179 Shares 14,300 Est. Cost $11.61 Unrealized
BLACKROCK MUN INCOMETR SH BEN INT 0.1%
Value ($000) $176 Shares 12,900 Est. Cost $13.86 Unrealized
NUVEEN NEW YORK AMT-FREE MUN 0.0%
Value ($000) $167 Shares 13,082 Est. Cost $12.77 Unrealized
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $165 Shares 16,657 Est. Cost $2.54 Unrealized +2.2%
CWCO CONSOLIDATED WATERCO 0.0%
Value ($000) $165 Shares 14,159 Est. Cost $8.82 Unrealized +0.6%
PIMCO HIGH INCOME FD 0.0%
Value ($000) $148 Shares 12,670 Est. Cost $11.73 Unrealized
ISHARES TR MTG REALESTATE CAPPED ETF 0.0%
Value ($000) $127 Shares 10,775 Est. Cost $11.79 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $118 Shares 23,776 Est. Cost $3.58 Unrealized +30.5%
ABERDEEN INDONESIAFD INC 0.0%
Value ($000) $116 Shares 12,196 Est. Cost $9.51 Unrealized
MFS INVT GRADE MUNTR 0.0%
Value ($000) $104 Shares 11,380 Est. Cost $9.14 Unrealized
FIFTH ST FIN CORP 0.0%
Value ($000) $102 Shares 11,120 Est. Cost $10.45 Unrealized
TEEKAY TANKERS LTDCL A 0.0%
Value ($000) $52 Shares 14,167 Est. Cost $4.31 Unrealized
UEC URANIUM ENERGY CORP 0.0%
Value ($000) $18 Shares 14,200 Est. Cost $1.84 Unrealized -18.2%